CRDOX vs. FXAIX
Compare and contrast key facts about Six Circles Credit Opportunities Fund (CRDOX) and Fidelity 500 Index Fund (FXAIX).
CRDOX is managed by Six Circles. It was launched on Nov 22, 2020. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRDOX or FXAIX.
Correlation
The correlation between CRDOX and FXAIX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CRDOX vs. FXAIX - Performance Comparison
Key characteristics
CRDOX:
4.20
FXAIX:
1.75
CRDOX:
6.52
FXAIX:
2.36
CRDOX:
2.01
FXAIX:
1.32
CRDOX:
6.59
FXAIX:
2.66
CRDOX:
27.26
FXAIX:
11.02
CRDOX:
0.37%
FXAIX:
2.04%
CRDOX:
2.39%
FXAIX:
12.89%
CRDOX:
-15.92%
FXAIX:
-33.79%
CRDOX:
0.00%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, CRDOX achieves a 1.81% return, which is significantly lower than FXAIX's 2.42% return.
CRDOX
1.81%
0.90%
3.69%
9.78%
N/A
N/A
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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CRDOX vs. FXAIX - Expense Ratio Comparison
CRDOX has a 0.29% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CRDOX vs. FXAIX — Risk-Adjusted Performance Rank
CRDOX
FXAIX
CRDOX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles Credit Opportunities Fund (CRDOX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CRDOX vs. FXAIX - Dividend Comparison
CRDOX's dividend yield for the trailing twelve months is around 7.00%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRDOX Six Circles Credit Opportunities Fund | 7.00% | 6.96% | 8.23% | 5.83% | 3.10% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CRDOX vs. FXAIX - Drawdown Comparison
The maximum CRDOX drawdown since its inception was -15.92%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CRDOX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CRDOX vs. FXAIX - Volatility Comparison
The current volatility for Six Circles Credit Opportunities Fund (CRDOX) is 0.55%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that CRDOX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.